FCH
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Freestone Capital Holdings’s Hercules Capital HTGC Stock Holding History

Freestone Capital Holdings’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Buy
+15,185
New +$236K 0.01% 534

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UBP
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Freestone Capital Holdings's HTGC Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Hercules Capital (HTGC) in Q2 2026: 15,185 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings.

188 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Freestone Capital Holdings held 15,185 shares of Hercules Capital worth $239K as of Q2 2026.
  • Hercules Capital was a new Freestone Capital Holdings position in Q2 2026.
  • Hercules Capital made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #534 holding.
  • 188 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.